401(k) · DOL Form 5500 · 2024

High Desert Medical Corporation 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
4,214
Participants Above avg headcount
95th
Percentile by assets National rank
$58,060
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Medical Group Retirement Savings 401(k) Plan · Sponsored by High Desert Medical Corporation · California · Healthcare & Social Assistance

$245M in assets, 4,214 participants

High Desert Medical Corporation's Heritage Medical Group Retirement Savings 401(k) Plan reported $245M in total assets and 4,214 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,158 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Heritage Medical Group Retirement Savings 401(k) Plan covers 4,214 participants in California, 6.7x the typical California plan (state average ~630 per filing). Assets: $245M.

#16,158
in Healthcare & Social Assistance (16,916 peers)
+17.1%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Heritage Medical Group Retirement Savings 401(k) Plan's outsized position by total assets

Heritage Medical Group Retirement Savings 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$244,663,828 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Heritage Medical Group Retirement Savings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Medical Group Retirement Savings 401(k) Plan lands in the large band (4,214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Medical Group Retirement Savings 401(k) Plan end-of-year assets rose from $209M in the plan year 2023 filing to $245M in the plan year 2024 filing.
  • Heritage Medical Group Retirement Savings 401(k) Plan reported participants fell from 4,350 in the plan year 2023 filing to 4,214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953930862 · High Desert Medical Corporation PY 2024 · 401(k)

Heritage Medical Group Retirement Savings 401(k) Plan · $245M · 4,214 · 95th

  • PHOTO $245M
  • PHOTO 4,214
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Gojo Retirement Savings Plan
  • PHOTO ind #16158

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Heritage Medical Group Retirement Savings 401(k) Plan in the asset neighbourhood

Zbi Multiple Employer 401(k) Retirement PlanZbi Multiple Employer 401(k)…$245MRothman Institute 401(k) Profit Sharing PlanRothman Institute 401(k) Pro…$245MGojo Retirement Savings Plan$245MHeritage Medical Group Retirement Savings 401(k) PlanHeritage Medical Group Retir…$245MTrimedx Holdings, LLC Retirement PlanTrimedx Holdings, LLC Retire…$245M
End-of-year total assets ($M) among Heritage Medical Group Retirement Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$209M
Net Assets (End of Year)$245M
Net Income$36M
Employer EIN953930862
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (High Desert Medical Corporation)

Sponsor-wide plan assets over time

All High Desert Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$245M 41.28730167356539% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $173M $245M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 4,010 $173M
2023 1 4,350 $209M
2024 1 4,214 $245M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heritage Medical Group Retirement Savings 401(k) Plan, Total assets ($B): 0.244663828 · Participants: 4214Heritage Medical Group Retirement Savings 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heritage Medical Group Retirement Savings 401(k) Plan side-by-side with 3 peers →

Heritage Medical Group Retirement Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gojo Retirement Savings Plan in OH ($245M); by covered participants it is F.N.B. Corporation Progress Savings 401(k) Plan in PA (4,216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,214 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Medical Group Retirement Savings 401(k) Plan assets move in 2024? ▼
Heritage Medical Group Retirement Savings 401(k) Plan grew sharply - up 17.1% during 2024, from $209M to $245M. Reported net income was $36M.
How have High Desert Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), High Desert Medical Corporation's sponsor-wide assets grew 41.3%, from $173M to $245M.
Where does Heritage Medical Group Retirement Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Medical Group Retirement Savings 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Medical Group Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gojo Retirement Savings Plan in OH ($245M, 1,741 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Medical Group Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.N.B. Corporation Progress Savings 401(k) Plan in PA (4,216 participants, $353M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953930862.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.